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2,306 hedge funds and large institutions have $162B invested in Merck in 2019 Q3 according to their latest regulatory filings, with 100 funds opening new positions, 955 increasing their positions, 938 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 76

2% more repeat investments, than reductions

Existing positions increased: 955 | Existing positions reduced: 938

0% more funds holding

Funds holding: 2,2992,306 (+7)

0% less capital invested

Capital invested by funds: $163B → $162B (-$655M)

0.68% less ownership

Funds ownership: 79.66%78.98% (-0.68%)

6% less funds holding in top 10

Funds holding in top 10: 199188 (-11)

16% less call options, than puts

Call options by funds: $1.45B | Put options by funds: $1.73B

Holders
2,306
Holders Change
+7
Holders Change %
+0.3%
% of All Funds
50.56%
Holding in Top 10
188
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-5.53%
% of All Funds
4.12%
New
100
Increased
955
Reduced
938
Closed
76
Calls
$1.45B
Puts
$1.73B
Net Calls
-$285M
Net Calls Change
-$138M
Name Holding Trade Value Shares
Change
Change in
Stake
BDF
951
Balasa Dinverno & Foltz
$3.62M +$825K +10,294 +30%
TRCT
952
Tower Research Capital (TRC)
New York
$3.61M +$3.6M +44,899 +54,755%
AAM
953
Arabesque Asset Management
United Kingdom
$3.61M +$12.3K +154 +0.3%
GVAG
954
Great Valley Advisor Group
Delaware
$3.61M +$41.4K +516 +1%
MCA
955
Mercer Capital Advisers
New Jersey
$3.6M -$8.34K -104 -0.2%
BIMC
956
Benson Investment Management Company
Virginia
$3.6M -$118K -1,467 -3%
SAIG
957
Semper Augustus Investments Group
Colorado
$3.58M -$17.7K -221 -0.5%
MCM
958
Manchester Capital Management
Vermont
$3.55M -$41.6K -519 -1%
TBA
959
Tower Bridge Advisors
Pennsylvania
$3.54M -$147K -1,828 -4%
NC
960
Northpointe Capital
Michigan
$3.54M -$1.79M -22,322 -34%
SWM
961
SeaCrest Wealth Management
New York
$3.54M +$111K +1,387 +3%
WAS
962
Wesleyan Assurance Society
United Kingdom
$3.54M
BAC
963
Boys Arnold & Co
North Carolina
$3.53M -$1.1M -13,674 -23%
AAS
964
Avantax Advisory Services
Texas
$3.51M +$763K +9,515 +28%
WIC
965
Whitegate Investment Counselors
New Hampshire
$3.51M -$37.5K -468 -1%
PCS
966
Personal CFO Solutions
New Jersey
$3.51M +$3.5M +43,682 New
CPA
967
Court Place Advisors
Maryland
$3.51M -$37.1K -463 -1%
RWA
968
Ropes Wealth Advisors
Massachusetts
$3.5M +$98.8K +1,233 +3%
SFI
969
Susquehanna Fundamental Investments
Pennsylvania
$3.49M
UFF
970
USA Financial Formulas
Michigan
$3.49M -$3.26M -40,697 -48%
MFG
971
Monte Financial Group
Connecticut
$3.48M +$66.4K +828 +2%
DWT
972
Dorsey & Whitney Trust
South Dakota
$3.47M +$289K +3,610 +9%
HI
973
Hudock Inc
Pennsylvania
$3.46M +$64.8K +808 +2%
MIAN
974
Mariner Independent Advisor Network
Kansas
$3.43M -$10.1K -126 -0.3%
TNBTD
975
Trustmark National Bank Trust Department
Mississippi
$3.42M +$297K +3,705 +10%

MRK Hedge Fund Activity: Q3 2019 in Review

2,306 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Merck (MRK) for Q3 2019, worth a combined $162B — down 0.4% from $163B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new MRK positions and 76 closed out — a net gain of 24 holders — while 955 added to existing stakes and 938 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $317M. The largest seller was Kahn Brothers Group, cutting an estimated $726M.

  • 2,306 institutional investors held Merck (MRK) as of Q3 2019, up from 2,299 in Q2 2019.
  • Funds reported $162B of Merck stock for Q3 2019, down 0.4% quarter-over-quarter.
  • 100 funds opened new Merck positions in Q3 2019 and 76 closed out, a net change of +24 holders.
  • The largest Merck buyer in Q3 2019 was Victory Capital Management, an estimated $317M added.
  • The largest Merck seller in Q3 2019 was Kahn Brothers Group, an estimated $726M sold.

Based on aggregated 13F filings for Q3 2019.